About this episode
In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong.
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more
Get every episode summarized
Each time The Global Lithium Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Global Lithium Podcast
Episode 231: Dr. Tom Benson
The Global Lithium Podcast
Episode 230: Lithium Update
The Global Lithium Podcast
Episode 229: YJ Lee
The Global Lithium Podcast
Episode 228: Rene LeBlanc
The Global Lithium Podcast